See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,482 | $62,127+16.7% | $81,382-10.9% | $74,495-2.7% |
| Participation rate | 34.7% | 64.0%-29.3pp | 69.5%-34.8pp | 67.2%-32.5pp |
| Annual return | 10.09% | 16.48%-6.4pp | 24.73%-14.6pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $840 | $1,882-55.3% | $2,463-65.9% | $2,623-68.0% |
| Participant deferral / active EE | $1,212 | $3,229-62.5% | $3,883-68.8% | $4,346-72.1% |
| Admin fee / account holder | $17,863 | $1,934+823.4% | $5,768+209.7% | $1,942+820.0% |